Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>Royalty Pharma, a leading investor in biopharmaceutical royalties, recently reported its third-quarter 2024 results.</li><li>The company highlighted strong business momentum, driven by its diverse portfolio of more than 35 commercial products.</li><li>Financially, Royalty Pharma achieved a 15% growth in both Portfolio Receipts and Royalty Receipts.</li></ul>

Royalty Pharma, a leading investor in biopharmaceutical royalties, recently reported its third-quarter 2024 results.The company highlighted strong business momentum, driven by its diverse portfolio of more than 35 commercial products.Financially, Royalty Pharma achieved a 15% growth in both Portfolio Receipts and Royalty Receipts.

Royalty Pharma Plc: Revolutionizing Biopharma with Synthetic Royalty Funding Innovations! - Major Drivers

<ul><li>Royalty Pharma experienced a strong second quarter for the 2024 fiscal year, outperforming earlier guidance with a 12% increase in portfolio receipts which include royalty and other income.</li><li>The company's robust performance can be attributed to an 11% growth in royalty receipts, indicating solid recurring cash flow from their extensive and high-quality portfolio of more than 35 commercial products.</li><li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li></ul>

Royalty Pharma experienced a strong second quarter for the 2024 fiscal year, outperforming earlier guidance with a 12% increase in portfolio receipts which include royalty and other income.The company's robust performance can be attributed to an 11% growth in royalty receipts, indicating solid recurring cash flow from their extensive and high-quality portfolio of more than 35 commercial products.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

Royalty Pharma: Expanding Clinical and Regulatory Event Horizons! - Major Drivers

<ul><li>Within the first quarter of 2024, Royalty Pharma displayed impressive performance, managing 14% growth in royalty receipts, thereby underlining the benefits of its diversified portfolio encompassing over 35 commercial products.</li><li>However, it is important to note a decline for milestones and other contractual payments, which were mainly affected by a high base of the year-ago quarter due to a single nonrecurring Biohaven-related payment.</li><li>Portfolio Receipts, as a result, decreased to $717 million, aligning with the company’s expectations.</li></ul>

Within the first quarter of 2024, Royalty Pharma displayed impressive performance, managing 14% growth in royalty receipts, thereby underlining the benefits of its diversified portfolio encompassing over 35 commercial products.However, it is important to note a decline for milestones and other contractual payments, which were mainly affected by a high base of the year-ago quarter due to a single nonrecurring Biohaven-related payment.Portfolio Receipts, as a result, decreased to $717 million, aligning with the company’s expectations.

Royalty Pharma: Identifying and Investing in Future Fields of Biopharma Innovation! - Major Drivers

<ul><li>Royalty Pharma reported a strong year of results in 2023, which demonstrated significant enhancements of its portfolio.</li><li>The company reported 9% growth in portfolio receipts and an increase in royalty receipts by 8%.</li><li>A total of $2.2 billion was deployed in cash for transactions while $4 billion in transactions was announced, making it a remarkable year for capital allocation.</li></ul>

Royalty Pharma reported a strong year of results in 2023, which demonstrated significant enhancements of its portfolio.The company reported 9% growth in portfolio receipts and an increase in royalty receipts by 8%.A total of $2.2 billion was deployed in cash for transactions while $4 billion in transactions was announced, making it a remarkable year for capital allocation.

Royalty Pharma: Will The Growing Synthetic Royalty Transactions Continue Their Trend In 2024? - Major Drivers

<ul><li>Royalty Pharma plc delivered mixed results for the previous quarter, with revenues below the analyst consensus.</li><li>The fiscal triumphs included a notable 9% augmentation in adjusted cash receipts, a parallel ascent in adjusted EBITDA, and a remarkable 10% surge in adjusted cash flow.</li><li>The expanded partnership with PTC was particularly laudable, resulting in procuring additional royalties for Evrysdi, a treatment for spinal muscular atrophy.</li></ul>

Royalty Pharma plc delivered mixed results for the previous quarter, with revenues below the analyst consensus.The fiscal triumphs included a notable 9% augmentation in adjusted cash receipts, a parallel ascent in adjusted EBITDA, and a remarkable 10% surge in adjusted cash flow.The expanded partnership with PTC was particularly laudable, resulting in procuring additional royalties for Evrysdi, a treatment for spinal muscular atrophy.

Royalty Pharma plc: Expanding Horizons with Teva Pharmaceuticals - A New Era in Clinical Research? - Major Drivers

United States

Royalty Pharma plc acquires biopharmaceutical royalties. The Company funds innovation directly when it partners with companies to co-fund late-stage clinical trials and new product launches in exchange for future royalties, and indirectly when it acquires existing royalties from the original innovators.

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Royalty Pharma (RPRX US)

Royalty Pharma Plc: Revolutionizing Biopharma with Synthetic Royalty Funding Innovations! - Major Drivers

Royalty Pharma, a leading investor in biopharmaceutical royalties, recently reported its third-quarter 2024 results. The company highlighted...

Baptista Research

Royalty Pharma: Expanding Clinical and Regulatory Event Horizons! - Major Drivers

Royalty Pharma experienced a strong second quarter for the 2024 fiscal year, outperforming earlier guidance with a 12% increase in portfolio...

Baptista Research

Royalty Pharma: Identifying and Investing in Future Fields of Biopharma Innovation! - Major Drivers

Within the first quarter of 2024, Royalty Pharma displayed impressive performance, managing 14% growth in royalty receipts, thereby underlining...

Baptista Research

Royalty Pharma: Will The Growing Synthetic Royalty Transactions Continue Their Trend In 2024? - Major Drivers

Royalty Pharma reported a strong year of results in 2023, which demonstrated significant enhancements of its portfolio. The company reported 9%...

Baptista Research

Royalty Pharma plc: Expanding Horizons with Teva Pharmaceuticals - A New Era in Clinical Research? - Major Drivers

Royalty Pharma plc delivered mixed results for the previous quarter, with revenues below the analyst consensus. The fiscal triumphs included a...

Baptista Research

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